DocFinity

Document and business process management software

5 /5 (1 review) Write a Review!

DocFinity Overview

What is DocFinity?

DocFinity is an enterprise content management software that helps organizations to manage documents, records, forms and workflow options. The software also offers business process management features and can either be deployed on-premises or be hosted in the cloud.

DocFinity offers a variety of features including document indexing, scanning paper documents to digital files, importing multiple file types, search functionality, document viewing and annotation capabilities. The software supports versioning of documents and can print multiple stored documents without the need to open them. In addition to its core functionalities, DocFinity offers many add-on modules that help to expand and enhance the product’s capabilities. Additional features offered include visual dashboards, eForms, records management, hierarchical storage management and automated compliance management. The software supports audit trails and integrates with third party applications such as SharePoint, Oracle applications, SAP and Microsoft Office. Docfinity BPM software helps to connect disparate software systems, automate workflow reporting and monitor job inventories and output. It helps to model, automate, execute, control and measure all business processes and aids in better decision-making. DocFinity Intelligent Capture add-on helps to auto-classify large groups of documents, launch workflows & business processes and extract content from other sources.

The software can be accessed on desktops and mobile devices using browser-based apps and is targeted at companies in a wide range of industries including healthcare, insurance, manufacturing, publishing, pharmaceuticals, legal, education and government.

DocFinity Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription

Contact DocFinity for pricing information or a quote.


DocFinity Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

DocFinity can be accessed on iOS and Android devices
DocFinity creates audit trails for every event
DocFinity Intelligent Capture auto-classifies documents
DocFinity maintains document history and version controls
DocFinity offers dashboard features
DocFinity provides insights using visual analytic tools such as charts and graphs
DocFinity screenshot: DocFinity can be accessed on iOS and Android devices DocFinity screenshot: DocFinity creates audit trails for every event DocFinity screenshot: DocFinity Intelligent Capture auto-classifies documents DocFinity screenshot: DocFinity maintains document history and version controls DocFinity screenshot: DocFinity offers dashboard features DocFinity screenshot: DocFinity provides insights using visual analytic tools such as charts and graphs

DocFinity Reviews

DocFinity Reviews

Overall rating
5
/
5
Excellent
1

Very good
0

Average
0

Poor
0

Terrible
0

Value for Money
0
Features
4
Ease of Use
4
Customer Support
4
100% recommended this app
Johnathan M.

Document workflow processing made easy

When this product went live to our client, it produced so many realized benefits, to name a few: elimination of paper being passed between people and the negatives related to that (lost paperwork, the use of so much paper, hard to manage workload and so-on). Management of work was easier to track because it was all digitized. Some complex flows did cause latency, but later releases may have taken care of such issues. Also environment could affect processing. Overall a plus.


Johnathan M.
Industry: Computer Software
Company size: 1 001-5 000 Employees

Document workflow processing made easy

Used Daily for 2+ years
Reviewed on 2019/09/07
Review Source: Capterra

When this product went live to our client, it produced so many realized benefits, to name a few: elimination of paper being passed between people and the negatives related to that (lost paperwork, the use of so much paper, hard to manage workload and so-on). Management of work was easier to track because it was all digitized. Some complex flows did cause latency, but later releases may have taken care of such issues. Also environment could affect processing. Overall a plus.

Pros

Eliminates waste by replacing manual paper processing. Digitized document administration makes the workload more accountable and traceable.

Cons

Some of the more complex workflows, took up more overhead than we imagined with constant monitoring and a crack technical staff.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
8/10
Based on 1 user ratings
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DocFinity Pricing

DocFinity Pricing

Starting from
N/A
Free Trial
Subscription

Contact DocFinity for pricing information or a quote.

Contact DocFinity for pricing information or a quote.

Value for Money
0/5
Based on 1 user ratings
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DocFinity Features

DocFinity Features

API
Access Control
Activity Dashboard
Activity Tracking
Automatic Notifications
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Branding
Data Import/Export
Document Management
Document Storage
Drag & Drop Interface
File Management
Permission Management
Reporting & Statistics
Search Functionality
Third Party Integration
Workflow Management
Features
4/5
Based on 1 user ratings
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Categories

Additional information for DocFinity

Additional information for DocFinity

Key features of DocFinity

  • API
  • Audit trail
  • Automate compliance
  • Automate processes
  • Automates file back-up
  • Charts & graphs
  • Customizable form designs
  • Dashboards
  • Document indexing
  • Document storage
  • Drag-and-drop functionality
  • Electronic document management
  • Import any file type
  • Integrates with SharePoint
  • Integrates with third party applications
  • Records management
  • Search and view documents
  • Supports iOS and Android devices
  • Versioning
  • eForms

Benefits

● DocFinity is an enterprise content and business process management software that can either be installed on-premises or hosted in the cloud.

● The software offers core features including document indexing, search functionality, data import/export, version controls and scanning papers documents to convert them to digital files.

● Through various add-on modules, the product delivers capabilities in business process management, workflow management, dashboards, forms management and records management.

● DocFinity is flexible & scalable and enables organizations to meet business objectives such as compliance, integration of business units, process automation, and operational efficiency.

● The product can be used by businesses of all sizes in a variety of industries including healthcare, legal, insurance, financial services, education, publishing, hospitality, manufacturing, utilities, and government.

DocFinity FAQs

DocFinity FAQs

Below are some frequently asked questions for DocFinity.

Q. What type of pricing plans does DocFinity offer?

DocFinity offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Contact DocFinity for pricing information or a quote.

Q. What are the main features of DocFinity?

DocFinity offers the following features:

  • API
  • Audit trail
  • Automate compliance
  • Automate processes
  • Automates file back-up
  • Charts & graphs
  • Customizable form designs
  • Dashboards
  • Document indexing
  • Document storage
  • Drag-and-drop functionality
  • Electronic document management
  • Import any file type
  • Integrates with SharePoint
  • Integrates with third party applications
  • Records management
  • Search and view documents
  • Supports iOS and Android devices
  • Versioning
  • eForms

Q. Who are the typical users of DocFinity?

DocFinity has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does DocFinity support?

DocFinity supports the following languages:

English

Q. What type of pricing plans does DocFinity offer?

DocFinity has the following pricing plans:

Subscription

Q. Does DocFinity support mobile devices?

We do not have any information about what devices DocFinity supports

Q. What other apps does DocFinity integrate with?

DocFinity integrates with the following applications:

Microsoft 365, SharePoint

Q. What level of support does DocFinity offer?

DocFinity offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials